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Technology strategy assessment
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Is your organization's technology strategy aligned with best practices?


To get more value from your IT systems, wisely adopt AI, or use technology integration to solve important business challenges, start with this assessment. It covers the foundational components all organizations should have in alignment as they pursue opportunities for digital innovation. With this high-level gut check, you'll have a clearer picture of where and how you can start making a meaningful impact on your overall strategy.

This assessment will be based on the following 5 categories:
People | Process | Technology | Data | Systems






Note: Your responses will be treated with the utmost confidentiality, security, and discretion by Plante Moran. Your name, organization's name, and individual responses will not be disclosed to any third parties. For analytical purposes, we may aggregate responses to identify trends and insights. However, any shared findings would be fully anonymized with all identifying information removed, ensuring that no information can be traced back to you or your organization. Your trust is our priority.
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People

people

    1. Does your organization have a culture of innovation and continuous improvement?







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People

people

    2. Do you have a dedicated group of leaders across your organization focused on technology governance/decision-making?







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People

people

    3. Do staff across your organization have a consistent and clear understanding of priorities for digital initiatives?







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People

people

    4. When you implement new technology, do you take a deliberate approach to training and educating end-users?







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People

people

    5. Are there regular and transparent communications to your staff about new technology being evaluated or implemented?







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People

people

    6. Is the success of digital investments measured by performance goals/metrics?







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Process

process

    7. Are business processes regularly reviewed and optimized for efficiency and effectiveness?







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Process

process

    8. Have you identified your top business processes that would benefit from technology improvements?







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Process

process

    9. With respect to innovation and technology implementation, do you have a clear and effective approach to change management?







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Process

process

  • 10. Are there standard processes for making changes to digital systems (for example, are changes reviewed, tested, and authorized first)?







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    Process

    process

  • 11. Do staff know how to propose a digital process improvement?







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    Technology

    technology

  • 12. Do you have a documented strategy in place to guide technology initiatives and investments?







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    Technology

    technology

  • 13. Are your digital efforts aligned with the strategic goals of your organization?







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    Technology

    technology

  • 14. Do you consider your technology to be modern and aligned with industry trends?







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    Technology

    technology

  • 15. When you consider new technologies, is cybersecurity a key factor you evaluate?







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    Technology

    technology

  • 16. Does your organization have a cloud/deployment strategy?







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    Technology

    technology

  • 17. Do you have a budget allocated for technology upgrades and innovations?







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    Technology

    technology

  • 18. Do you have a disaster recovery plan in place for critical technology?







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    Data

    data

  • 19. Do you use data to identify business insights and drive decision-making?







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    Data

    data

  • 20. Is data consistent across your organization? In other words, does it provide a single version of truth?







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    Data

    data

  • 21. Is data accessible to stakeholders across the organization?







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    Data

    data

  • 22. Are there mechanisms, policies, and practices in place to measure data quality and use?







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    Data

    data

  • 23. Is your data's completeness adequate to meet your needs?







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    Systems

    systems

  • 24. Are your systems integrated to allow seamless data flow, without the need for manual processes to synchronize data across systems?







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    Systems

    systems

  • 25. Are systems regularly updated/maintained to ensure security and functionality?







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    Systems

    systems

  • 26. Do staff within your organization actively review key enterprise systems for potential improvements?







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    Systems

    systems

  • 27. Is your technology stack free of duplicate software tools that perform the same tasks?







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    Systems

    systems

    data

  • 28. Does your organization understand what software is in use by staff?







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    Systems

    systems

  • 29. Do your staff know the software available to them, and how to request access?







  • Before you get your custom report,
    complete the form below.


    Your results will be calculated instantly, and you can download them to refer to at any point.



    People
    1-6
    Process
    7-11
    Technology
    12-18
    Data
    19-23
    Systems
    24-29


    Are your scores in alignment across categories?

    It's a best practice to grow each area of your technology strategy in tandem with one another, so that it operates effectively and sustainably. If your scores aren't in alignment, it's possible that areas with lower scores could be undermining the success of others. When considering improvements or enhancements to your digital landscape, prioritize directing your resources to areas where you received a lower score — before making large investments in areas where you're already better prepared.


    How to interpret your scores:

    Lagging behind

    There are significant foundational opportunities to strengthen your organization in this category.

    If you’re considering significant transformative technology initiatives, such as introducing AI, strongly consider pumping the brakes. Your organization will have a greater chance of achieving success if you pause to invest time and resources in the core components addressed in this assessment — before you get further down the road. By taking this assessment, you’re already on your way to adopting a continuous improvement mindset that will benefit your organization’s digital endeavors.


    Somewhat prepared

    While you have made strides in this category, there are still critical areas that need attention to ensure a more cohesive and robust digital environment.

    To make the best use of limited time and resources, prioritize which gaps you’ll address first. Consider “low-hanging fruit” opportunities for improvement, as well as bigger changes that are worth the investment due to their high-impact potential. With a methodical approach, you can make steady progress toward advancing digital transformation, without overextending your resources.


    Well prepared

    Your organization is largely aligned with best practices in this category. With respect to embracing transformative technology, your organization is likely well-positioned in this area.

    However, remember the strategies of today may not support your needs in the future. There will always be ways to improve effectiveness and efficiently adapt to new technology and industry change. Revisit and reassess your performance in this category on a recurring basis to keep your organizational efforts going strong.


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